We are live on ! Find out more

829 hedge funds and large institutions have $36.7B invested in MSCI in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 304 increasing their positions, 315 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

10% more capital invested

Capital invested by funds: $33.5B → $36.7B (+$3.24B)

2% more funds holding

Funds holding: 812829 (+17)

1.36% more ownership

Funds ownership: 88.96%90.32% (+1.4%)

9% more call options, than puts

Call options by funds: $193M | Put options by funds: $178M

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 315

Holders
829
Holders Change
+17
Holders Change %
+2.09%
% of All Funds
13.16%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
98
Increased
304
Reduced
315
Closed
74
Calls
$193M
Puts
$178M
Net Calls
+$15.2M
Net Calls Change
-$62.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
451
SRN Advisors
Pennsylvania
$969K +$27.3K +52 +3%
LWM
452
Liberty Wealth Management
California
$966K
SCM
453
Stevens Capital Management
Pennsylvania
$963K +$986K +1,877 New
BWM
454
Buckley Wealth Management
Nevada
$949K +$23.6K +45 +2%
KWA
455
Kingswood Wealth Advisors
California
$931K +$953K +1,814 New
PRC
456
Pearl River Capital
Michigan
$926K +$948K +1,805 New
MFG
457
Merit Financial Group
Georgia
$907K -$32.6K -62 -3%
LNWWM
458
Laird Norton Wetherby Wealth Management
California
$900K +$16.3K +31 +2%
VI
459
Vestcor Inc
New Brunswick, Canada
$880K -$95.1K -181 -10%
AIMCA
460
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$872K
GC
461
Guggenheim Capital
Illinois
$870K -$760K -1,446 -46%
KeyBank National Association
462
KeyBank National Association
Ohio
$867K +$180K +342 +25%
William Blair & Company
463
William Blair & Company
Illinois
$866K +$7.88K +15 +0.9%
RCM
464
RB Capital Management
Nevada
$858K -$4.2K -8 -0.5%
ASN
465
Advisory Services Network
Georgia
$850K +$525 +1 +0.1%
BP
466
Ballentine Partners
Massachusetts
$840K +$9.98K +19 +1%
WMA
467
Wealth Management Associates
New Jersey
$838K +$68.8K +131 +9%
CI
468
Capital International
California
$835K
PA
469
Paragon Advisors
Texas
$834K +$118K +225 +16%
LTAS
470
Linden Thomas Advisory Services
North Carolina
$832K +$852K +1,621 New
BPA
471
Beacon Pointe Advisors
California
$827K +$342K +650 +68%
Carson Wealth (CWM LLC)
472
Carson Wealth (CWM LLC)
Nebraska
$827K +$50.4K +96 +6%
Capstone Investment Advisors
473
Capstone Investment Advisors
New York
$811K +$706K +1,343 +567%
DT
474
Diversified Trust
Tennessee
$810K -$5.78K -11 -0.7%
PWM
475
Palumbo Wealth Management
New York
$808K +$248K +472 +43%